See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,748 | $52,293-54.6% | $178,490-86.7% | $73,409-67.6% |
| Participation rate | 76.6% | 65.3%+11.2pp | 81.9%-5.4pp | 72.2%+4.4pp |
| Annual return | 11.41% | 34.75%-23.3pp | 151.07%-139.7pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,036 | $1,735-40.3% | $5,011-79.3% | $2,234-53.6% |
| Participant deferral / active EE | $923 | $2,332-60.4% | $5,202-82.2% | $3,805-75.7% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |